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    Safesend Gather

    In my last meeting with the 30 or less firms, there was discussion about Gather and I heard some negative feedback. I looked through the threads here that were mainly from 2025 so not up to date. I have since listened to a demo and had a Q&A with Safesend. ...

  • We are also in this process. We have used AccountAbility for years. In 2025 we switched to Tax1099 and decided to push all clients to utilize the mailing feature within the system. That process was HORRIBLE! It would sometimes be a 3-4 day delay between ...

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    RE: AI Policy

    Hi! Here you go. Would love to see where you land after the refresh as well! AI Acceptable Use Policy Executive Summary Section 1: Introduction and Purpose 1.1 Overview At Squire, we embrace technological innovation to ...

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